Selecting items on a control desk

A control desk can be used to retrieve data and send some of this on to another function. If this is the case, once the control desk has extracted the initial data, you are able to select the items you want to send and choose the process the data is being passed to, for example print picking list or ledger import.

Once you have selected the transactions, select the Review command. The selected data items are transferred to the Control Desks In-Tray form.

It is still possible to deselect individual data items from the Control Desks In-tray, before the items are passed on to a selected batch process.

To use the Control Desk to select data for processing:

  1. Select the data items to be processed.
    • To select a single data item, click the item.
    • To select another single data item, press Ctrl and click the item.
    • To select a group of data items, drag the mouse in the selection column to the left of the items.
    • To select another group of item, press Ctrl while you drag the mouse over the next group of data items.

    Selected items are displayed, by default, on a blue background.

  2. Click Review to list the selected items on the Control Desks In-Tray.
    Note: To select all of the data items, from the Action menu select Review All.
  3. On the Control Desks In-Tray, you can use the deselect actions to refine the selection, if necessary.
  4. In the Report or Batch Process dropdown list, select the process to be launched.
  5. Click OK to launch this process.

    The process you have launched takes control. The forms that appear and the processing that takes place depends entirely on this process. For example:

    • if you initiate the Ledger Import Process, the Ledger Import Run-Time Parameters form appears.
    • if you select Account Documents to produce statements, the Document Format Run Time Report Parameters form appears.

    When the process is complete, the control desk is redisplayed.